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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,559 | $92,219+22.1% | $76,767+46.6% | $135,380-16.9% |
| Participation rate | 44.4% | 79.8%-35.3pp | 77.0%-32.5pp | 82.6%-38.2pp |
| Annual return | 6.99% | 5.46%+1.5pp | 2.43%+4.6pp | 519.81%-512.8pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $2,485-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,877 | $4,508-58.4% | $3,852-51.3% | $5,609-66.5% |
| Admin fee / account holder | $11,258 | $10,749+4.7% | $6,675+68.6% | $10,828+4.0% |